19/11/2024 Geopolitics Transitioning to a riskier, messier and diversifying world Escalating geopolitical tensions, increased economic frictions, and ongoing conflicts will require companies to relocate operations to mitigate risks.
19/11/2024 Emerging Markets The rise of regional connectivity in Emerging Asia Emerging Asian economies are enjoying strong growth, driven by the dominance of their IT supply chain and supportive fiscal and monetary policies.
19/11/2024 Economy & Markets The extraordinary US cycle is becoming more balanced The US economy is transitioning to slower growth, with a soft landing expected amid reduced imbalances and declining inflation.
11/07/2024 Global Outlook Mid-Year Outlook 2024 It’s all about confidence Explore the Mid-Year Outlook 2024: Confidence is key as restrictive monetary policies and fading fiscal expansion curb growth. Learn about new rate cuts,...
23/11/2023 Global Outlook 2024 Outlook: Steering through turning tides This section provides a comprehensive guide to understanding the 2024 global financial scenario and steering through turning tides.
23/11/2023 Global Outlook Hot Debates for 2024 The Hot Debates section sheds light on current global topics.
22/06/2023 Global Outlook Mid-year outlook 2023: key convictions for H2 2023 Markets are at a critical juncture as central banks are hitting the pause button after the fastest hiking cycle since the ‘80s. Quality is the compass...
21/11/2022 Global Outlook 2023 Investment Outlook - Some light for investors after the... Understanding the macroeconomic and investment outlook for 2023.
1/07/2022 Global Outlook H2 2022 Investment Outlook - Life above zero: investors’ jou... The H2 economic outlook will feature divergences in growth, inflation and policy mix across regions. Stagflation risk will be a common feature across...
28/06/2021 Global Outlook H2 2021 Investment Outlook - Inflation blows on markets, and... We are already reaching the peak of economic acceleration. What matters going forward is what will be left of this bounce in growth and inflation.